Have advice on tracking paycheck deductions & investments?

[Brad.warren]

Hi @createplayact Welcome to Tiller!

Great questions. Here are some ideas.

Here is a good approach to handling full data for paychecks:

My Method for Including Paycheck Deductions

What is the goal of your workflow? What problem does it solve, or how does it help you? Though I see my net paycheck deposit as a transaction that Tiller pulls in from my credit union, I wanted the gross amount to show up in my balances, and to have all the deductions categorized as well (see how much I’m paying for insurance, taxes, etc). I started by copy/pasting one months transactions to the next, but wanted something a little nicer. There’s no way for me to automate that, but I found a way…

…and here is one idea to consider for your transfers:

How to track contributions & transfers to a savings account

Hey there! I’m a new user, specifically coming over from YNAB. I’m set up with the monthly Savings Budget, and I’m starting to pull the data from the Yearly Budget into another page to pull graphs into Notion. My question lays specifically around delegating money for “savings” and tracking both the money that I put there and spend from there. I have an Emergency Savings bank account, as well as a category for Emergency Savings. I’d like to build this up, but not spend money from it on a regula…